Investment Executive

3 weeks ago


Burr Ridge, Illinois, United States Fifth Third Full time
Job Summary

We are seeking a highly motivated and experienced Investment Executive to join our team at Fifth Third Bank. As a key member of our sales team, you will be responsible for driving sales growth and delivering exceptional client experiences.

Key Responsibilities
  • Develop and execute sales strategies to achieve targeted securities fee income goals
  • Coach and train licensed retail bankers to improve their sales skills and product knowledge
  • Conduct client meetings to review existing accounts and close sales
  • Handle daily client needs and problems, prioritizing and delegating tasks to resolve
  • Post-appointment follow-up to maintain relationships and develop referrals
  • Manage sales planning for self and team to drive sales, client experience, and financial results
  • Maintain comprehensive knowledge of all financial products through self-study and coursework
Requirements
  • Prior brokerage industry experience
  • Series 7, 66 (or 63 and 65) and state required insurance licenses
  • Motivated by commission sales, recognition programs, and internal sales competition
  • Ability to motivate others in a team environment
  • Highly developed coaching and teaching skills
  • Demonstrated ability to simplify and communicate complex financial concepts
  • Proven experience in building strong internal and external client relationships
About Fifth Third Bank

Fifth Third Bank is committed to promoting and ensuring equal employment opportunity in all employment decisions. We value diversity and inclusion in our workplace and strive to create a culture that is engaging, inclusive, and respectful.


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